heartland_sandbox_simulator 0.1.0

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data/README.md

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+# Heartland Sandbox Simulator
+
+[![Ruby](https://img.shields.io/badge/Ruby-%3E%3D%203.0-red)](https://www.ruby-lang.org)
+[![RSpec](https://img.shields.io/badge/Tests-RSpec-blue)](https://rspec.info)
+[![Coverage](https://img.shields.io/badge/Coverage-100%25-brightgreen)](coverage/index.html)
+[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE)
+
+Ruby gem that simulates a **Heartland Genius Restaurant POS (HRPOS)** sandbox environment. Generates realistic restaurant orders, payments, and transaction data for testing [SalesToBooks](https://salestobooks.com) integrations.
+
+Part of the [TheOwnerStack](https://github.com/dan1d) POS simulator ecosystem alongside `clover_sandbox_simulator`, `square_sandbox_simulator`, and `skytab_sandbox_simulator`.
+
+## What It Does
+
+- Creates realistic menu categories, items, and tenders matching Heartland's data model
+- Generates tickets with guest counts, revenue centers, and realistic payment mixes
+- Simulates the **HRPOS API** format (Bearer token, Swagger-documented)
+- **Daily summary endpoint** — pre-aggregated KPIs (sales, ticket averages, guest counts) unique to Heartland
+- Persists all API calls to an audit trail (`api_requests` table)
+- Supports 5 business types: restaurant, cafe/bakery, bar/nightclub, pizzeria, fine dining
+- 6 revenue centers: Main Dining, Bar, Patio, Private Dining, Takeout, Catering
+- 9 tender types: Cash, Visa, Mastercard, Amex, Discover, Debit, Gift Card, House Account, Check
+- Runs as a standalone CLI (no Rails dependency)
+
+## Installation
+
+```bash
+git clone https://github.com/dan1d/heartland_sandbox_simulator.git
+cd heartland_sandbox_simulator
+bundle install
+```
+
+## Configuration
+
+Set environment variables or create `.env.json`:
+
+```json
+{
+  "default": {
+    "HEARTLAND_LOCATION_ID": "LOC001",
+    "HEARTLAND_ACCESS_TOKEN": "your-api-key",
+    "HEARTLAND_ENVIRONMENT": "sandbox"
+  }
+}
+```
+
+## Usage
+
+```bash
+# Database setup
+./bin/simulate db create
+./bin/simulate db migrate
+./bin/simulate db seed
+
+# Generate data
+./bin/simulate setup                # Create categories, items, tenders
+./bin/simulate generate -n 50       # Generate 50 tickets for today
+./bin/simulate day                  # Full realistic day simulation
+
+# Inspect
+./bin/simulate status               # Entity counts
+./bin/simulate tickets              # Recent tickets with totals
+./bin/simulate summary              # Daily KPI summary (Heartland-specific)
+
+# Reset
+./bin/simulate db reset             # Drop, create, migrate, seed
+```
+
+## API Format
+
+Simulates the Heartland Restaurant POS (HRPOS) API:
+
+| Endpoint | Description |
+|----------|-------------|
+| `GET /v2/locations` | List merchant locations |
+| `GET /v2/locations/{id}/menu` | Menu with categories, items, modifiers |
+| `GET /v2/locations/{id}/tickets` | Tickets (CRUD + search) |
+| `GET /v2/locations/{id}/daily-summary?date=YYYY-MM-DD` | Pre-aggregated daily KPIs |
+
+Daily summary includes: total sales, ticket count, average ticket, guest count, average per guest, sales by category, sales by tender, total tax, total tips, total discounts.
+
+## Architecture
+
+```
+lib/heartland_sandbox_simulator/
+  models/              # ActiveRecord models (UUID PKs, standalone)
+  services/heartland/  # API service classes (HTTP client + audit logging)
+  generators/          # EntityGenerator + OrderGenerator
+  data/                # JSON seed data per business type
+  db/migrate/          # PostgreSQL migrations
+  db/factories/        # FactoryBot factories
+```
+
+## Testing
+
+```bash
+bundle exec rspec                        # Run all tests
+COVERAGE=true bundle exec rspec          # With SimpleCov report
+bundle exec rubocop                      # Lint
+```
+
+Target: **100% line + 100% branch coverage**.
+
+## License
+
+[MIT](LICENSE) - TheOwnerStack LLC

data/bin/simulate

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+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+require "bundler/setup"
+require "heartland_sandbox_simulator"
+require "thor"
+
+module HeartlandSandboxSimulator
+  # Command-line interface for Heartland Sandbox Simulator
+  class CLI < Thor
+    class_option :verbose, type: :boolean, aliases: "-v", desc: "Enable verbose logging"
+    class_option :location, type: :string, aliases: "-l", desc: "Location ID to use (from .env.json)"
+    class_option :location_index, type: :numeric, aliases: "-i", desc: "Location index to use (0-based, from .env.json)"
+
+    desc "locations", "List available locations from .env.json"
+    def locations
+      puts "Heartland Sandbox Simulator - Available Locations"
+      puts "=" * 60
+
+      config = HeartlandSandboxSimulator.configuration
+      locs = config.available_locations
+
+      if locs.empty?
+        puts "No locations found in .env.json"
+        return
+      end
+
+      puts "\n#{"Index".ljust(6)} #{"Location ID".ljust(20)} Name"
+      puts "-" * 60
+
+      locs.each_with_index do |loc, idx|
+        puts "#{idx.to_s.ljust(6)} #{(loc[:id] || "N/A").ljust(20)} #{loc[:name] || "N/A"}"
+      end
+
+      puts "\nUse: simulate <command> -i <index> or -l <location_id>"
+    end
+
+    desc "setup", "Set up entities (categories, items)"
+    option :business_type, type: :string, default: "restaurant", desc: "Business type (restaurant, cafe_bakery, bar_nightclub, pizzeria, fine_dining)"
+    def setup
+      configure_logging
+
+      puts "Heartland Sandbox Simulator - Entity Setup"
+      puts "=" * 50
+
+      generator = Generators::EntityGenerator.new(business_type: options[:business_type].to_sym)
+      generator.setup_all
+
+      puts "\nSetup complete!"
+    end
+
+    desc "generate", "Generate tickets for today"
+    option :count, type: :numeric, aliases: "-n", desc: "Number of tickets to generate"
+    option :refund_percentage, type: :numeric, aliases: "-r", default: 5,
+                               desc: "Percentage of tickets to refund (0-100, default 5)"
+    def generate
+      configure_logging
+
+      puts "Heartland Sandbox Simulator - Ticket Generation"
+      puts "=" * 50
+
+      generator = Generators::OrderGenerator.new(refund_percentage: options[:refund_percentage])
+      count = options[:count]
+
+      tickets = generator.generate_today(count: count)
+
+      puts "\nGenerated #{tickets.size} tickets!"
+    end
+
+    desc "day", "Generate a realistic full day of operations"
+    option :multiplier, type: :numeric, aliases: "-x", default: 1.0, desc: "Ticket multiplier (0.5 = slow day, 2.0 = busy day)"
+    option :refund_percentage, type: :numeric, aliases: "-r", default: 5,
+                               desc: "Percentage of tickets to refund (0-100, default 5)"
+    def day
+      configure_logging
+
+      puts "Heartland Sandbox Simulator - Realistic Day"
+      puts "=" * 50
+
+      generator = Generators::OrderGenerator.new(refund_percentage: options[:refund_percentage])
+      tickets = generator.generate_realistic_day(multiplier: options[:multiplier])
+
+      puts "\nGenerated #{tickets.size} tickets!"
+    end
+
+    desc "status", "Show current Heartland location status"
+    def status
+      configure_logging
+
+      puts "Heartland Sandbox Simulator - Status"
+      puts "=" * 50
+
+      services = Services::Heartland::ServiceManager.new
+
+      categories = services.catalog.list_categories
+      items = services.catalog.list_items
+
+      puts "\nEntity Counts:"
+      puts "   Categories:    #{categories.size}"
+      puts "   Items:         #{items.size}"
+
+      if categories.any?
+        puts "\nCategories:"
+        categories.each { |c| puts "   - #{c["name"]}" }
+      end
+    end
+
+    desc "tickets", "List recent tickets"
+    option :limit, type: :numeric, aliases: "-n", default: 20, desc: "Number of tickets to show"
+    def tickets
+      configure_logging
+
+      puts "Heartland Sandbox Simulator - Recent Tickets"
+      puts "=" * 50
+
+      services = Services::Heartland::ServiceManager.new
+      recent = services.order.search_tickets
+
+      if recent.empty?
+        puts "No tickets found."
+        puts "\nRun 'simulate generate' to create tickets."
+        return
+      end
+
+      display = recent.first(options[:limit])
+
+      puts "\nFound #{recent.size} tickets (showing #{display.size}):\n\n"
+
+      total_revenue = 0
+      display.each do |ticket|
+        total = ticket["netTotal"] || ticket["total"] || 0
+        total_revenue += total
+        status_val = ticket["status"] || "unknown"
+        items_count = (ticket["items"] || []).size
+        guests = ticket["guestCount"] || 0
+
+        status_marker = case status_val
+                        when "open" then "[OPEN]"
+                        when "closed" then "[PAID]"
+                        when "voided" then "[VOID]"
+                        else "[#{status_val.upcase}]"
+                        end
+
+        puts "#{status_marker.ljust(10)} $#{format("%.2f", total / 100.0)} | #{items_count} items | #{guests} guests | #{ticket["ticketId"]}"
+      end
+
+      puts "\n#{"-" * 50}"
+      puts "Total: $#{format("%.2f", total_revenue / 100.0)} across #{display.size} tickets"
+    end
+
+    desc "summary", "Show daily summary for current location"
+    option :date, type: :string, aliases: "-d", desc: "Date (YYYY-MM-DD, default: today)"
+    def summary
+      configure_logging
+      require_db_connection!
+
+      date = options[:date] ? Date.parse(options[:date]) : Date.today
+      location_id = HeartlandSandboxSimulator.configuration.location_id
+
+      s = Models::DailySummary.for_merchant(location_id).on_date(date).first
+
+      unless s
+        puts "No summary found for location #{location_id} on #{date}."
+        puts "Run 'simulate generate' to create tickets first."
+        return
+      end
+
+      puts "Daily Summary: #{date}"
+      puts "=" * 50
+      puts "  Location:      #{location_id}"
+      puts "  Tickets:       #{s.order_count}"
+      puts "  Payments:      #{s.payment_count}"
+      puts "  Refunds:       #{s.refund_count}"
+      puts ""
+      puts "  Revenue:       #{format_cents(s.total_revenue)}"
+      puts "  Tax:           #{format_cents(s.total_tax)}"
+      puts "  Tips:          #{format_cents(s.total_tips)}"
+      puts "  Discounts:     #{format_cents(s.total_discounts)}"
+
+      breakdown = s.breakdown || {}
+
+      if breakdown["guest_count"]
+        puts ""
+        puts "  Guests:        #{breakdown["guest_count"]}"
+        puts "  Avg Ticket:    #{format_cents(breakdown["average_ticket"] || 0)}"
+        puts "  Avg/Guest:     #{format_cents(breakdown["average_per_guest"] || 0)}"
+      end
+
+      if breakdown["by_meal_period"]&.any?
+        puts ""
+        puts "  By Meal Period:"
+        breakdown["by_meal_period"].each do |period, count|
+          rev = breakdown.dig("revenue_by_meal_period", period) || 0
+          puts "    #{period.ljust(15)} #{count.to_s.rjust(3)} tickets  #{format_cents(rev)}"
+        end
+      end
+
+      if breakdown["by_revenue_center"]&.any?
+        puts ""
+        puts "  By Revenue Center:"
+        breakdown["by_revenue_center"].each do |center, count|
+          rev = breakdown.dig("revenue_by_revenue_center", center) || 0
+          puts "    #{center.ljust(20)} #{count.to_s.rjust(3)} tickets  #{format_cents(rev)}"
+        end
+      end
+
+      return unless breakdown["by_tender"]&.any?
+
+      puts ""
+      puts "  By Tender:"
+      breakdown["by_tender"].each do |tender, count|
+        amount = breakdown.dig("sales_by_tender", tender) || 0
+        puts "    #{tender.ljust(20)} #{count} payments  #{format_cents(amount)}"
+      end
+    end
+
+    desc "delete", "Delete all entities (use with caution!)"
+    option :confirm, type: :boolean, desc: "Confirm deletion"
+    def delete
+      unless options[:confirm]
+        puts "This will delete ALL entities from Heartland!"
+        puts "   Run with --confirm to proceed."
+        return
+      end
+
+      configure_logging
+
+      puts "Deleting all entities..."
+
+      generator = Generators::EntityGenerator.new
+      generator.delete_all
+
+      puts "\nAll entities deleted!"
+    end
+
+    # ============================================
+    # Database Management Commands (db: namespace)
+    # ============================================
+
+    desc "db SUBCOMMAND", "Database management commands"
+    subcommand "db", Class.new(Thor) {
+      def self.banner(task, _namespace = true, _subcommand = true)
+        "simulate db #{task.usage}"
+      end
+
+      namespace "db"
+
+      desc "create", "Create the PostgreSQL database"
+      def create
+        db = HeartlandSandboxSimulator::Database
+        url = db.database_url
+        puts "Creating database..."
+        db.create!(url)
+        puts "Done."
+      rescue HeartlandSandboxSimulator::Error => e
+        puts "Error: #{e.message}"
+        exit 1
+      end
+
+      desc "migrate", "Run pending migrations"
+      def migrate
+        db = HeartlandSandboxSimulator::Database
+        url = db.database_url
+        puts "Connecting and running migrations..."
+        db.connect!(url)
+        db.migrate!
+        puts "Done."
+      rescue HeartlandSandboxSimulator::Error => e
+        puts "Error: #{e.message}"
+        exit 1
+      end
+
+      desc "seed", "Seed the database with realistic data via FactoryBot"
+      option :type, type: :string, desc: "Business type to seed (e.g. restaurant, cafe_bakery). Seeds all if omitted."
+      def seed
+        db = HeartlandSandboxSimulator::Database
+        url = db.database_url
+        puts "Connecting and seeding..."
+        db.connect!(url)
+        bt = options[:type]&.to_sym
+        result = db.seed!(business_type: bt)
+        puts "Seeded: #{result[:business_types]} business types, #{result[:categories]} categories, #{result[:items]} items"
+        puts "  (#{result[:created]} created, #{result[:found]} already existed)"
+      rescue HeartlandSandboxSimulator::Error => e
+        puts "Error: #{e.message}"
+        exit 1
+      end
+
+      desc "reset", "Drop, create, migrate, and seed the database"
+      option :type, type: :string, desc: "Business type to seed (e.g. restaurant). Seeds all if omitted."
+      option :confirm, type: :boolean, desc: "Confirm destructive operation"
+      def reset
+        unless options[:confirm]
+          puts "This will DROP and recreate the database. All data will be lost."
+          puts "Run with --confirm to proceed."
+          return
+        end
+
+        db = HeartlandSandboxSimulator::Database
+        url = db.database_url
+
+        puts "Dropping database..."
+        db.drop!(url)
+
+        puts "Creating database..."
+        db.create!(url)
+
+        puts "Connecting and running migrations..."
+        db.connect!(url)
+        db.migrate!
+
+        puts "Seeding..."
+        bt = options[:type]&.to_sym
+        result = db.seed!(business_type: bt)
+        puts "Seeded: #{result[:business_types]} business types, #{result[:categories]} categories, #{result[:items]} items"
+        puts "Done."
+      rescue HeartlandSandboxSimulator::Error => e
+        puts "Error: #{e.message}"
+        exit 1
+      end
+    }
+
+    desc "version", "Show version"
+    def version
+      puts "Heartland Sandbox Simulator v#{HeartlandSandboxSimulator::VERSION}"
+    end
+
+    private
+
+    def format_cents(cents)
+      "$#{format("%.2f", (cents || 0) / 100.0)}"
+    end
+
+    def require_db_connection!
+      url = Database.database_url
+      Database.connect!(url) unless Database.connected?
+    rescue Error => e
+      puts "Database not available: #{e.message}"
+      puts "Run 'simulate db create && simulate db migrate' first."
+      exit 1
+    end
+
+    def configure_logging
+      config = HeartlandSandboxSimulator.configuration
+
+      config.logger.level = if options[:verbose]
+                              Logger::DEBUG
+                            else
+                              Logger::INFO
+                            end
+
+      # Load specific location if specified
+      if options[:location]
+        config.load_location(location_id: options[:location])
+      elsif options[:location_index]
+        config.load_location(index: options[:location_index])
+      end
+
+      puts "Using location: #{config.location_name || config.location_id}"
+    end
+  end
+end
+
+HeartlandSandboxSimulator::CLI.start(ARGV)

data/lib/heartland_sandbox_simulator/configuration.rb

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+# frozen_string_literal: true
+
+module HeartlandSandboxSimulator
+  class Configuration
+    attr_accessor :location_id, :location_name, :access_token, :environment,
+                  :log_level, :tax_rate, :business_type, :database_url, :location_timezone
+
+    # Default timezone if not fetched from Heartland
+    DEFAULT_TIMEZONE = "America/New_York"
+
+    # Path to locations JSON file
+    LOCATIONS_FILE = File.join(File.dirname(__FILE__), "..", "..", ".env.json")
+
+    def initialize
+      @location_id      = ENV.fetch("HEARTLAND_LOCATION_ID", nil)
+      @location_name    = ENV.fetch("HEARTLAND_LOCATION_NAME", nil)
+      @access_token     = ENV.fetch("HEARTLAND_ACCESS_TOKEN", nil)
+      @environment      = normalize_url(ENV.fetch("HEARTLAND_ENVIRONMENT", "https://api.hrpos.heartland.us/"))
+      @log_level        = parse_log_level(ENV.fetch("LOG_LEVEL", "INFO"))
+      @tax_rate         = ENV.fetch("TAX_RATE", "8.25").to_f
+      @business_type    = ENV.fetch("BUSINESS_TYPE", "restaurant").to_sym
+      @database_url     = ENV.fetch("DATABASE_URL", nil)
+
+      # Load from .env.json if location_id not set in ENV
+      load_from_locations_file if @location_id.nil? || @location_id.empty?
+    end
+
+    # Load configuration for a specific location from .env.json
+    #
+    # @param location_id [String, nil] Location ID to load (nil for first location)
+    # @param index [Integer, nil] Index of location in the list (0-based)
+    # @return [self]
+    def load_location(location_id: nil, index: nil)
+      locations = load_locations_file
+      return self if locations.empty?
+
+      location = if location_id
+                   locations.find { |l| l["HEARTLAND_LOCATION_ID"] == location_id }
+                 elsif index
+                   locations[index]
+                 else
+                   locations.first
+                 end
+
+      if location
+        apply_location_config(location)
+        logger.info "Loaded location: #{@location_name} (#{@location_id})"
+      else
+        logger.warn "Location not found: #{location_id || "index #{index}"}"
+      end
+
+      self
+    end
+
+    # List all available locations from .env.json
+    #
+    # @return [Array<Hash>] Array of location configs
+    def available_locations
+      load_locations_file.map do |l|
+        {
+          id: l["HEARTLAND_LOCATION_ID"],
+          name: l["HEARTLAND_LOCATION_NAME"],
+        }
+      end
+    end
+
+    def validate!
+      raise ConfigurationError, "HEARTLAND_LOCATION_ID is required" if location_id.nil? || location_id.empty?
+      raise ConfigurationError, "HEARTLAND_ACCESS_TOKEN is required" if access_token.nil? || access_token.empty?
+
+      true
+    end
+
+    def logger
+      @logger ||= Logger.new($stdout).tap do |log|
+        log.level = @log_level
+        log.formatter = proc do |severity, datetime, _progname, msg|
+          timestamp = datetime.strftime("%Y-%m-%d %H:%M:%S")
+          "[#{timestamp}] #{severity.ljust(5)} | #{msg}\n"
+        end
+      end
+    end
+
+    # Fetch location timezone from Heartland API
+    # @return [String] IANA timezone identifier (e.g., "America/New_York")
+    def fetch_location_timezone
+      return @location_timezone if @location_timezone
+
+      require "rest-client"
+      require "json"
+
+      url = "#{environment}v2/locations/#{location_id}"
+      response = RestClient.get(url, {
+                                  Authorization: "Bearer #{access_token}",
+                                  "Content-Type": "application/json",
+                                })
+      data = JSON.parse(response.body)
+
+      @location_timezone = data.dig("location", "timezone") || DEFAULT_TIMEZONE
+      logger.info "Location timezone: #{@location_timezone}"
+      @location_timezone
+    rescue StandardError => e
+      logger.warn "Failed to fetch location timezone: #{e.message}. Using default: #{DEFAULT_TIMEZONE}"
+      @location_timezone = DEFAULT_TIMEZONE
+    end
+
+    # Get current time in location's timezone
+    # @return [Time] Current time in location timezone
+    def merchant_time_now
+      require "time"
+      tz = fetch_location_timezone
+      begin
+        require "tzinfo"
+        TZInfo::Timezone.get(tz).now
+      rescue LoadError
+        old_tz = ENV.fetch("TZ", nil)
+        ENV["TZ"] = tz
+        time = Time.now
+        ENV["TZ"] = old_tz
+        time
+      end
+    end
+
+    # Get today's date in location's timezone
+    # @return [Date] Today's date in location timezone
+    def merchant_date_today
+      merchant_time_now.to_date
+    end
+
+    private
+
+    def load_from_locations_file
+      locations = load_locations_file
+      return if locations.empty?
+
+      # Use first location by default
+      apply_location_config(locations.first)
+    end
+
+    # Parse .env.json, supporting both the legacy array format and the
+    # new object format: { "DATABASE_URL": "...", "locations": [...] }
+    def load_locations_file
+      return [] unless File.exist?(LOCATIONS_FILE)
+
+      data = JSON.parse(File.read(LOCATIONS_FILE))
+      return data if data.is_a?(Array) # legacy format
+
+      # New object format -- extract locations list
+      data.fetch("locations", [])
+    rescue JSON::ParserError => e
+      warn "Failed to parse #{LOCATIONS_FILE}: #{e.message}"
+      []
+    end
+
+    # Read the top-level DATABASE_URL from .env.json (new object format only).
+    # Returns nil when the file uses the legacy array format or has no key.
+    #
+    # @return [String, nil] The DATABASE_URL or nil
+    def self.database_url_from_file
+      return nil unless File.exist?(LOCATIONS_FILE)
+
+      data = JSON.parse(File.read(LOCATIONS_FILE))
+      return nil if data.is_a?(Array)
+
+      data["DATABASE_URL"]
+    rescue JSON::ParserError
+      nil
+    end
+
+    def apply_location_config(location)
+      @location_id   = location["HEARTLAND_LOCATION_ID"]
+      @location_name = location["HEARTLAND_LOCATION_NAME"]
+      @access_token  = location["HEARTLAND_ACCESS_TOKEN"] unless location["HEARTLAND_ACCESS_TOKEN"].to_s.empty?
+    end
+
+    def normalize_url(url)
+      url = url.strip
+      url.end_with?("/") ? url : "#{url}/"
+    end
+
+    def parse_log_level(level)
+      case level.to_s.upcase
+      when "DEBUG" then Logger::DEBUG
+      when "WARN"  then Logger::WARN
+      when "ERROR" then Logger::ERROR
+      when "FATAL" then Logger::FATAL
+      else Logger::INFO # default for "INFO" and unrecognized levels
+      end
+    end
+  end
+end

data/lib/heartland_sandbox_simulator/data/bar_nightclub/categories.json

@@ -0,0 +1,9 @@
+{
+  "categories": [
+    { "name": "Draft Beer", "sort_order": 1, "description": "Beers on tap" },
+    { "name": "Cocktails", "sort_order": 2, "description": "Mixed drinks" },
+    { "name": "Spirits", "sort_order": 3, "description": "Neat, on the rocks, or shots" },
+    { "name": "Wine", "sort_order": 4, "description": "By the glass or bottle" },
+    { "name": "Bar Food", "sort_order": 5, "description": "Late-night bites" }
+  ]
+}